Premier Acquisition Manager_Sales-Sales_Delhi
Kotak Securities Limited (company site, opens in a new tab)Delhi NCROn-siteDirect career pageEst. 8–18 LPA
Posted on 28 Sept
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Job description
Structured overview of role & requirements
About This Role
- Acquire and manage relationships with High Net-Worth Individuals (HNIs) focusing on retail loan products.
- Build and grow a strong CASA (Current Account Savings Account) portfolio with high-value customers.
- Sell third-party products (TPP) to generate revenue through customer engagement.
Minimum Requirements
- Experience in portfolio management or similar role related to HNI customer acquisition and relationship management.
- Work Experience Required: Not explicitly mentioned in the JD
- Mandatory skills include customer relationship management and coordination abilities.
- No degree requirements or notice period explicitly mentioned.
Ideal Candidate Profile
- Experienced in managing and growing HNI portfolios with measurable impact on CASA book or loan products.
- Skilled at cross-selling third-party financial products to affluent customers.
- Operates with strong coordination focus and customer-centric approach in portfolio management.